How to add a memo or note to an invoice in QuickBooks Online

QuickBooks Online has two separate fields people mean by "memo" or "note," and they behave differently:

• Note to customer — appears on the invoice itself; this is what your customer sees.
• Memo on statement — does not appear on the invoice; it only shows up if you send the customer a statement, and is typically used for internal reference.

To add a message to an invoice (customer-facing):

1. When creating or editing an invoice, scroll to the bottom. You should see a Note to customer box (and a separate Memo on statement box).
2. Type your note directly into the Note to customer field. This is what your customer will see on the invoice itself.

To set a default message for all invoices:

1. Select the Gear icon, then Custom form styles.
2. Select Edit next to your invoice template.
3. Go to the Content tab, then select the footer section.
4. Enter your default text under Message to customer on invoice.
5. Select Done.